0      0

ENGAGE 2020

PFP2010 - PFP2010. Creating a Better Client Experience with Stories, Sketches. . .and Magic!


Jul 20, 2020 3:50pm ‐ Jul 20, 2020 4:40pm


Standard: $49.00

Description

Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor-based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.

Speaker(s):

  • Theron Schaub, BFA, VP. Strategic Relations, Buckingham Strategic Partners

You must be logged in and own this session in order to post comments.